Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. With early success, the founders of the firm started raising institutional funds in 2000. Before starting his first investment platform, Pacific Real Estate Partners, in 2005, David was directly responsible for acquisitions and asset management for two privately held real estate investment firms in the San Francisco Bay Area and Western States. Sterling has a strong interest in businesses with differentiated products, defensible . It is packed full of data and insights on dollar, euro and sterling investment grade and high yield bonds, and on hard currency, local currency and corporate emerging market debt. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). We pay appropriate fees in connection with transactions. Sterling Partners Investment Group May 2017 - Present 5 years 9 months. Sterling Investment Group is arguably the most successful residential and commercial investment group in San Diego demonstrating the most consistent results and attention to detail which has allowed us to deliver over 700 projects grossing hundreds of millions in sales over the past decade. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. HeartLand's original private equity partner was Great Range Capital. The Seven Levers are resources our management teams can use to enable speed, confidence and consistency in business building. We build trust-based relationships by being professional, respectful and honest in all of our interactions. Providing a legacy of lasting growth for future generations. Sterling Partners Equity Advisors Portfolio Commentary, Copyright 2022 Sterling Partners Equity Advisors LLC |All Rights Reserved| Legal, Chief Investment Officer, Portfolio Manager, General Counsel, Chief Compliance Officer. He lives in Scottsdale with his wife, son and daughter. 2012 . Operating partners are independent contractors and are not employees of Sterling Fund Management, LLC or its affiliates and are therefore not part of Sterlings compliance program. Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. SPITC enables Chicago Booth student teams to work with mentors at private equity firms over several months to develop original investment theses and recommend execution strategies. During his more than 25 year career, Klein has . Wendy has been in the real estate accounting/finance industry for over 25 years. Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. His desire to master the complex inner workings of large real estate transactions led him to Sterling where hes continuously sharpening his understanding of the multi-family space in the Southwestern US. They are based on the principles of continuous improvement. Caleb recently graduated from Grand Canyon University with a degree in finance and economics. The Firm's most common exit type is secondary buyout (58%). The fund provides junior debt capital, with a targeted allocation to equity, to support investments in what we believe to be growing and profitable middle market companies . . Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. . Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. * Our clients can rely on our consistently applied research and investment process. Surpasses 4 million square feet of retail assets under management. Sterling Family Partners has built its business around a team of engaged family members and dedicated investment professionals that enables us to evaluate every decision with a balanced and objective approach. Sterling Partners Equity Advisors Boutique investment banking and advisory company specializing in venture capital and private equity transactions. Sterlings portfolio company, Safe Fleet, was the right fit. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. Sterling responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. 2011 The Sterling Group Credit Fund invests primarily in junior debt by partnering with private equity sponsors and others to help finance and grow middle market businesses. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. Prior to Crossplane, Harrison was a Senior Associate at Sterling Investment Partners in Connecticut, and he began his career as an investment banking analyst with Morgan Stanley in New York. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA We pride ourselves on saying what we mean and doing what we say. . Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. Its investment policy is relatively defensive, centred on sovereign and corporate . David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. Wendy has held an active AZ Real Estate Sales License for 26 years. 2001 Vintage Sterling, IL-34C. Dallas, Texas 75225 | (214) 485-7240. Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and businesses. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . Mail Linkedin. Outside interests include traveling, playing golf and spending time with family and friends. The firm started with four young entrepreneurs investing in companies with capital raised from friends and family. The Seven Levers contain our collective experience in operations improvement over 4 decades. Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . 2023 The Sterling Group.All rights reserved. Sterling Partners Equity Advisors Portfolio Commentary . Sterling Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. Each year Sterling Group sponsors one colleague to participate in Leadership South Bend Mishawakas Signature Program, designed to give those in leadership positions an introduc As we close out Women's History Month, let's take a moment to celebrate the women in leadership who lead, develop, and inspire our teams daily. She plays an integral role in the acquisition due diligence process to review and analyze property financial statements including detailed review of balance sheets and general ledgers. Sterling Partners, founded in 1983, is a growth-oriented, private-equity firm with offices in Chicago, Baltimore, and Miami. Sterling Capital Brokers. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. He is a member of ICSC and NAIOP. Partners Bradley W. Ayres DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. We currently own and manage about 50 properties in over 35 markets. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Sterling Real Estate Partners 2021 | Website by, Sterling Real Estate Partners Acquires Scottsdale Hotel For Apartment Conversion, Sterling Real Estate Partners Acquires Tucson Hotel to Convert to Apartments, Sterling Real Estate Partners Acquires Mark at 87 Apartments. This requires oversight of the property management teams, as well as, hiring and training the staff. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. Sterling Partners has made 28 investments. With more than 100 years of combined development experience, we use a . Jerry . Sterling acquired ROM and SMI simultaneously, renaming the combined business Safe Fleet, and has built it into one of the largest fleet safety solution suppliers in North America offering thousands of products to nine different fleet end markets. The Sterling Group | US-TX-Houston Vice President - Investment Professional Intern (2024 MBA Graduate) The Sterling Group is seeking a 1st year MBA student to join our team of investment professionals as an intern for summer 2023. After recently selling 6,000 units, today we own approximately 11,000 units of apartment and self-storage units. Home About Team Investment Criteria Companies Responsibility News Contact LP Login. Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. Phone: (713) 877-8257; . Though we finance our debt with many institutional players, the GSE Agencies have provided a large number of loans to us including long-term self-amortizing FHA loans for both new developments and acquisitions. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. Sterling Partners has invested in Fancy Sprinkles on Sep 22, 2022. The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. Leadership's Signature Program: Congratulating Ashley Tyeryar. Nick Roe serves as the Development Manager for Sterling Real Estate Partners. Our Mandate Is Defined by Our People. Sterling Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. We work as a tightly integrated team to seek to create significant value for our investors and management partners. Our goal is customer loyalty. Contact us Whatsapp Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Bryan Carruthers, CEO of Anser Advisory, Bill Macey, and James Soldano, Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. Can use to enable speed, confidence and consistency in business building based on the of. 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